The Merchants page shows a complete list of all merchants (, both active or and inactive). From the Merchant page, you can add new merchants, view statistics on all merchants, or search and view details about existing individual merchants.
Navigate to the Merchants page by clicking MERCHANTS under Management in the left hand navigation barpanel.
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Merchants Page Features
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| title | Click here to view the features of the Merchants page. |
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Merchant Data BannerView the total number of merchants, and the number of active and inactive merchants in the banner at the top of the page. Board New MerchantsClick the ADD MERCHANT button at the top right hand corner of the Merchant Data Banner to access the Merchant Boarding Form page. Merchant Table and Profile AccessLocate individual merchants in the main table. The merchant table shows the following information in the default view: Merchant Table Column Name | |
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Legal Business Name |
| The merchant’s business name. | Contact |
| The name of the person established as primary contact for that merchant. | Entity Status |
| The status of the entity associated with the merchant: active or inactive. | Date Created |
| The date that the merchant was added. | Available Balance |
| The account balance for the merchant. | Dashboard icon |
| Click the DASHBOARD icon to see the Portal from the perspective of the merchant. |
Merchant Table ActionsThe Merchant table supports the following actions: View additional information about individual merchants by clicking the table row for a specific merchant. Click on any value in the table row to view the Merchant Account Overview for a specific merchant.
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You can customize your view using the options found at the top of the table. The following customization options are available:
Create a Customized Table
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View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables
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Expand the section below to view a complete list of the data that you can display on the Merchants Table:
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| title | Click here to view Merchants Table customizations. |
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Entity Data Legal Business Name Entity Status Date Created Division Name Entity ID Created by Date Modified Modified By Login ID Division ID Parameters ID Type Address City Zip State Country Phone Fax Email EIN Currency Custom Website T&C Version T&C Date TIN Status
Primary Owner Data Contact Owner ID Name SSN Date of Birth Ownership Percent Address City Zip State Country Phone Fax Email Drivers License Number Drivers License State
Funds Data Available Balance Reserved Balance Pending Balance Total Balance
Merchant Data Merchant ID DBA ApplePay Active ApplePay Status Date Created Created by ID Created by Date Modified Modified By MCC Date Boarded Last Transaction Date Date Established Annual Card Sales Average Ticket Boarding Status Discover Status Status
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